Jobs

Jobs are the center of SolidifyAI. Every piece of work — from an initial inquiry to a paid invoice — lives in a job. Tasks, files, notes, expenses, and team members all connect back to a job.

Job lifecycle

Every job moves through a pipeline of statuses:

1. Lead — someone reached out, you haven't quoted yet
2. Quoted — you've sent a price, waiting on approval
3. Scheduled — the customer said yes, work is on the calendar
4. In Progress — work has started
5. Completed — work is done, ready to invoice
6. Invoiced — invoice sent, waiting on payment
7. Paid — payment received, job closed

You can also mark a job as Cancelled at any stage. Every status change is logged automatically so you have a full history.

Creating a job

Click New Job from the Jobs page. Give it a title, link it to a contact, set an estimated value, and choose the initial status.

Line items

Add line items to a job to break down the scope of work and costs. Each line item has a description, quantity, and unit price. The job total is calculated automatically.

Team members

Assign team members to a job so everyone knows what they're working on. Team members are drawn from your contacts marked as subcontractors.

Job expenses

Log expenses against a job — materials, subcontractor costs, equipment rental. This helps you track profitability per job and know your real margins.

Attached files and notes

Attach photos, contracts, permits, and other documents directly to a job. Notes let you keep a running record of conversations, site observations, and decisions made.

Filtering and views

On the Jobs page, filter by status to see all your leads, all in-progress work, or all jobs waiting on payment.